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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FERGUSON WELLMAN CAPITAL MANAG Service code 27 · EIN 93-0646988 | Advisory (Plan) | $93,453 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,051 | $58,888+110.7% | $178,498-30.5% | $73,493+68.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 11.00% | 24.86%-13.9pp | 151.09%-140.1pp | 28.51%-17.5pp |
| Employer contribution / active EE | $7,421 | $2,236+231.9% | $5,011+48.1% | $2,270+226.9% |
| Participant deferral / active EE | $0 | $2,568-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $687 | $400+71.5% | $13,985-95.1% | $513+33.8% |